Marsh & McLennan Companies, Inc.
MRSH- Exchange
- NYSE
- Industry
- Insurance Agents, Brokers & Service
- SEC CIK
- 0000062709
In the last 90 days, Marsh & McLennan Companies, Inc. insiders filed 0 open-market purchases and 6 sales; 1,506 institutions reported holding it in 13F filings for Q2 2026, worth $73.1B in total; superinvestors Harris Associates (Oakmark) and Markel Group hold it.
13F holders, Q2 2026
Institutional positions in Marsh & McLennan Companies, Inc. as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,506
- −24 vs. Q1 2026
- Shares held
- 438.4M
- −149.9K (0.0%) vs. Q1 2026
- Total value
- $73.1B
- −$3.00B (−3.9%) vs. Q1 2026
- New holders
- 144
- 482 more added
- Sold out
- 168
- 663 more reduced
18 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting MRSH on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,506 | $73.1B |
| Q1 2026 | 1,548 | $76.1B |
| Q4 2025 | 1,594 | $80.9B |
| Q3 2025 | 1,576 | $87.2B |
| Q2 2025 | 1,610 | $97.3B |
| Q1 2025 | 1,627 | $108.0B |
| Q4 2024 | 1,578 | $94.2B |
| Q3 2024 | 1,531 | $97.1B |
| Q2 2024 | 1,476 | $92.3B |
| Q1 2024 | 1,444 | $89.9B |
| Q4 2023 | 1,376 | $82.4B |
| Q3 2023 | 1,294 | $82.0B |
| Q2 2023 | 1,258 | $81.5B |
| Q1 2023 | 1,228 | $72.1B |
| Q4 2022 | 1,223 | $72.3B |
| Q3 2022 | 1,159 | $65.5B |
| Q2 2022 | 1,150 | $68.6B |
| Q1 2022 | 1,151 | $75.2B |
| Q4 2021 | 1,170 | $77.6B |
| Q3 2021 | 1,078 | $68.0B |
| Q2 2021 | 1,007 | $63.6B |
| Q1 2021 | 979 | $54.7B |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Marsh & McLennan Companies, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ewa, LLC | 1,525 | $254.2K | 0.05% | −73−4.6% | Reduced |
| Breakwater Capital Group | 1,523 | $253.8K | 0.03% | +141+10.2% | Added |
| Maridea Wealth Management LLC | 1,523 | $253.8K | 0.03% | −2,235−59.5% | Reduced |
| iA Global Asset Management Inc. | 1,520 | $253.0K | 0.00% | 00.0% | Unchanged |
| Johnson & White Wealth Management, LLC | 1,512 | $252.0K | 0.09% | +12+0.8% | Added |
| Triad Wealth Partners, LLC | 1,304 | $251.4K | 0.01% | +1,304 | New |
| St Germain D J Co Inc | 1,503 | $250.5K | 0.01% | −55−3.5% | Reduced |
| Stiles Financial Services Inc | 1,503 | $250.5K | 0.06% | +4+0.3% | Added |
| Spirepoint Private Client, LLC | 1,501 | $250.2K | 0.02% | −60−3.8% | Reduced |
| Yoffe Investment Management, LLC | 1,500 | $250.0K | 0.29% | 00.0% | Unchanged |
| Prevail Innovative Wealth Advisors, LLC | 1,498 | $249.7K | 0.04% | +1,498 | New |
| Natural Investments, LLC | 1,500 | $249.0K | 0.05% | +6+0.4% | Added |
| BIP Wealth, LLC | 1,489 | $248.1K | 0.01% | +256+20.8% | Added |
| Drucker Wealth 3.0, LLC | 1,483 | $247.2K | 0.04% | +41+2.8% | Added |
| Avidian Wealth Solutions, LLC | 1,476 | $246.1K | 0.01% | +216+17.1% | Added |
| PFS Partners, LLC | 1,475 | $245.9K | 0.10% | +4+0.3% | Added |
| J.E. Simmons & Co., P.C. | 1,474 | $245.7K | 0.14% | −28−1.9% | Reduced |
| Synergy Investment Management, LLC | 1,462 | $244.5K | 0.06% | +32+2.2% | Added |
| Income Insurance Ltd | 1,466 | $244.3K | 0.15% | 00.0% | Unchanged |
| Detalus Advisors, LLC | 1,464 | $244.0K | 0.05% | −3−0.2% | Reduced |
| Ilex Capital Partners (UK) LLP | 1,462 | $243.7K | 0.00% | +1,462 | New |
| FSM Wealth Advisors, LLC | 1,443 | $240.6K | 0.03% | −200−12.2% | Reduced |
| ING Groep NV | 1,442 | $240.3K | 0.00% | −20,546−93.4% | Reduced |
| Capital Wealth Planning, LLC | 1,438 | $239.7K | 0.00% | +31+2.2% | Added |
| AdvisorNet Financial, Inc | 1,437 | $239.5K | 0.01% | +606+72.9% | Added |
| Bolthouse Investments, LLC | 1,436 | $239.3K | 0.19% | 00.0% | Unchanged |
| Reynders McVeigh Capital Management, LLC | 1,425 | $238.0K | 0.01% | −76−5.1% | Reduced |
| Mayflower Financial Advisors, LLC | 1,424 | $237.3K | 0.02% | −257−15.3% | Reduced |
| Main Line Retirement Advisors, LLC | 1,423 | $237.3K | 0.11% | +1+0.1% | Added |
| TigerOak Management, L.L.C. | 1,418 | $236.3K | 0.07% | −3−0.2% | Reduced |
| Basecamp Wealth Advisors LLC | 1,413 | $235.5K | 0.04% | −230−14.0% | Reduced |
| Cypress Capital Group | 1,406 | $234.3K | 0.02% | +1,406 | New |
| Foster Dykema Cabot & Partners, LLC | 1,403 | $233.8K | 0.01% | 00.0% | Unchanged |
| Klingenstein Fields & Co LP | 1,401 | $233.5K | 0.01% | 00.0% | Unchanged |
| DV Trading LLC | 1,400 | $233.3K | 0.02% | 00.0% | Unchanged |
| Summit Global Investments | 1,398 | $233.0K | 0.01% | −2,411−63.3% | Reduced |
| Cromwell Holdings LLC | 1,393 | $232.2K | 0.10% | +3+0.2% | Added |
| Sym Financial Corp | 1,387 | $231.2K | 0.02% | −402−22.5% | Reduced |
| Nwam LLC | 1,384 | $230.7K | 0.01% | −97−6.5% | Reduced |
| Legacy Advisory Services, LLC | 1,383 | $230.5K | 0.16% | +8+0.6% | Added |
| Picton Mahoney Asset Management | 1,383 | $230.5K | 0.00% | −40,435−96.7% | Reduced |
| Lewis Asset Management, LLC | 1,377 | $229.5K | 0.08% | +122+9.7% | Added |
| Monticello Wealth Management, LLC | 1,373 | $228.8K | 0.01% | −133−8.8% | Reduced |
| Bank of New Hampshire | 1,370 | $228.3K | 0.05% | 00.0% | Unchanged |
| Diversified Enterprises, LLC | 1,369 | $228.2K | 0.01% | −322−19.0% | Reduced |
| Drive Wealth Management, LLC | 1,364 | $227.4K | 0.04% | −1,125−45.2% | Reduced |
| Innovative Asset Advisors Group, LLC | 1,360 | $226.6K | 0.10% | +47+3.6% | Added |
| Outlook Wealth Advisors, LLC | 1,359 | $226.6K | 0.05% | +10+0.7% | Added |
| HCR Wealth Advisors | 1,358 | $226.3K | 0.02% | −76−5.3% | Reduced |
| BFSG, LLC | 1,357 | $226.2K | 0.02% | 00.0% | Unchanged |
| Rice Hall James & Associates, LLC | 1,350 | $225.0K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,346 | $224.3K | 0.02% | −69−4.9% | Reduced |
| Essex Savings Bank | 1,345 | $224.2K | 0.05% | −45−3.2% | Reduced |
| Everpar Advisors LLC | 1,343 | $223.8K | 0.06% | +55+4.3% | Added |
| Farmers & Merchants Investments Inc | 1,333 | $222.2K | 0.01% | −4−0.3% | Reduced |
| Claro Advisors LLC | 1,328 | $221.4K | 0.02% | −203−13.3% | Reduced |
| PUREfi Wealth, LLC | 1,328 | $221.3K | 0.12% | +3+0.2% | Added |
| Family Wealth Partners, LLC | 1,316 | $219.3K | 0.07% | +1,316 | New |
| Onefund, LLC | 1,312 | $218.7K | 0.12% | −34−2.5% | Reduced |
| First Nebraska Trust Co | 1,305 | $217.5K | 0.02% | 00.0% | Unchanged |
| Investment Research Partners LLC | 1,305 | $217.5K | 0.07% | +1,305 | New |
| Carret Asset Management, LLC | 1,300 | $216.7K | 0.02% | −130−9.1% | Reduced |
| Mission Creek Capital Partners, Inc. | 1,300 | $216.7K | 0.04% | 00.0% | Unchanged |
| Hudson Bay Capital Management LP | 1,300 | $216.7K | 0.00% | +1,300 | New |
| Benchmark Financial Wealth Advisors, LLC | 1,296 | $216.0K | 0.05% | +123+10.5% | Added |
| Advisor OS, LLC | 1,293 | $215.6K | 0.01% | −182−12.3% | Reduced |
| Financial Planning Hawaii, Inc. | 1,291 | $215.2K | 0.12% | +1,291 | New |
| River Road Asset Management, LLC | 1,290 | $215.0K | 0.00% | −147−10.2% | Reduced |
| Amplius Wealth Advisors, LLC | 1,290 | $215.0K | 0.02% | +1,290 | New |
| Meridian Wealth Management, LLC | 1,289 | $214.8K | 0.01% | +1,289 | New |
| Signature Estate & Investment Advisors LLC | 1,287 | $214.6K | 0.00% | +15+1.2% | Added |
| AGH Wealth Advisors, LLC | 1,287 | $214.5K | 0.14% | −715−35.7% | Reduced |
| Tritonpoint Wealth, LLC | 1,283 | $213.8K | 0.02% | +1,283 | New |
| Caden Capital Partners, LP | 1,278 | $213.0K | 2.57% | 00.0% | Unchanged |
| SlateStone Wealth, LLC | 1,277 | $213.0K | 0.02% | −28−2.1% | Reduced |
| Nichols & Pratt Advisers LLP | 1,277 | $212.8K | 0.01% | 00.0% | Unchanged |
| SmartHarvest Portfolios, LLC | 1,275 | $212.5K | 0.07% | +1,275 | New |
| Cornerstone Wealth Management, LLC | 1,274 | $212.3K | 0.01% | −16−1.2% | Reduced |
| Everett Harris & Co | 1,265 | $210.8K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 1,264 | $210.6K | 0.02% | +1,264 | New |
| Avail Investment Partners, LLC | 1,263 | $210.5K | 0.16% | +1,263 | New |
| Norris Perne & French LLP | 1,262 | $210.3K | 0.01% | +42+3.4% | Added |
| Cambient Family Office, LLC | 1,260 | $210.0K | 0.03% | −181−12.6% | Reduced |
| Millstone Evans Group, LLC | 1,255 | $209.2K | 0.11% | +3+0.2% | Added |
| Kinloch Capital, LLC | 1,252 | $208.7K | 0.08% | 00.0% | Unchanged |
| Brown Miller Wealth Management, LLC | 1,248 | $208.0K | 0.05% | +1,248 | New |
| Sun Group Wealth Partners | 1,246 | $207.7K | 0.14% | −354−22.1% | Reduced |
| Genesis Private Wealth, LLC | 1,232 | $205.3K | 0.06% | −985−44.4% | Reduced |
| Stonebrook Private Inc. | 1,230 | $205.0K | 0.04% | +1,230 | New |
| National Asset Management, Inc. | 1,224 | $204.1K | 0.01% | −217−15.1% | Reduced |
| RFG Advisory, LLC | 1,219 | $203.2K | 0.00% | +1,219 | New |
| Platform Technology Partners | 1,215 | $202.4K | 0.03% | +1,215 | New |
| XTX Topco Ltd | 1,214 | $202.3K | 0.00% | +1,214 | New |
| Angeles Wealth Management, LLC | 1,214 | $202.3K | 0.01% | +1,214 | New |
| Parthenon LLC | 1,213 | $202.2K | 0.02% | −56−4.4% | Reduced |
| New England Professional Planning Group Inc. | 1,211 | $201.8K | 0.08% | 00.0% | Unchanged |
| Duncan Williams Asset Management, LLC | 1,207 | $201.2K | 0.05% | +2+0.2% | Added |
| waypoint wealth counsel | 1,203 | $200.5K | 0.13% | −57−4.5% | Reduced |
| Keel Point, LLC | 1,202 | $200.3K | 0.01% | −354−22.8% | Reduced |
| Mairs & Power Inc | 1,200 | $200.0K | 0.00% | −100−7.7% | Reduced |